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DFA Tax-Managed US Marketwide Value II shares owned by Premier Financial Group

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Premier Financial Group from 13F filings

Historical chart of Premier Financial Group investment in DFA Tax-Managed US Marketwide Value II

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by Premier Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Premier Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $26M 588k 44.45

More positions owned by Premier Financial Group

Dimensional U S Small Cap Etf Etf (DFAS)
Dimensional U S Targetedvalue Etf Etf (DFAT)
Dimensionl Us Large Cap Value Etf Etf (DFLV)
Dimensional International Val Etf Etf (DFIV)
Dimensional Intern Smallcap Vl Etf Etf (DISV)
Dimensional Us Equity Market Etf Etf (DFUS)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional Emerg Mark Cre Eqy 2 Etf Etf (DFEM)
Dimensional Intern High Profit Etf Etf (DIHP)
Dimensional Us High Proftblty Etf Etf (DUHP)
Dimensional Us Sus Core 1 Etf Etf (DFSU)
Spdr Gold Shares Etf Etf (GLD)
Dimensnl Interntl Sus Core 1 Etf Etf (DFSI)
Ishares Silver Trust Etf Etf (SLV)
Tcw Transform 500 Etf Etf (VOTE)

View all positions for Premier Financial Group

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
CI Private Wealth
Northern Trust
Plan
Index Fund Advisors
Creative Planning
HighTower Advisors
Buckingham Strategic Partners
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management

View all funds holding DFA Tax-Managed US Marketwide Value II